Conservator Report - Long Form

There are all sorts of forms executors, beneficiaries, and probate court clerks have to fill out and correspond with during probate and estate settlement, including affidavits, letters, petitions, summons, orders, and notices.

Conservator Report - Long Form is a commonly used form within South Carolina. Here’s an overview of what the form is and means, including a breakdown of the situations when (or why) you may need to use it:

Atticus Fast Facts About Conservator Report - Long Form

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Conservator Report - Long Form:

• This form pertains to the State of South Carolina

Government forms are not typically updated often, though when they are, it often happens rather quietly. While Atticus works hard to keep this information about South Carolina’s Form 567GC-LF - Conservator Report - Long Form up to date, certain details can change from time-to-time with little or no communication.

Step 1 - Download the correct South Carolina form based on the name and ID if applicable

Double check that you have both the correct form name and the correct form ID. Some South Carolina probate forms can look remarkably similar, so it’s best to double, even triple-check that you’re using the right one! Keep in mind that not all States have a standardized Form ID system for their probate forms.

Step 2 - Complete the Document

Fill out all relevant fields in Form 567GC-LF, take a break, and then review. Probate and estate settlement processes in SC are long enough to begin with, and making a silly error can push your timeline even farther back. No thank you!

Note: If you don’t currently know all of the answers and are accessing Form 567GC-LF online, be sure to avoid closing the browser tab and potentially losing all your progress (or use a platform like Atticus to help avoid making mistakes).

Step 3 - Have Form 567GC-LF witnessed or notarized (if required)

Some States and situations require particular forms to be notarized. If you have been instructed to get the document notarized or see it in writing on the document, then make sure to hire a local notary. There are max notary fees in the United States that are defined and set by local law. Take a look at our full guide to notary fees to make sure you aren’t overpaying or getting ripped off.

Step 4 - Submit Conservator Report - Long Form to the relevant office

This is most often the local probate court where the decedent (person who passed away) is domiciled (permanently resides) or the institution involved with this particular form (e.g. a bank). Some offices allow you to submit forms online, other’s don’t, and we while we generally recommend going in-person to expedite the process, sometimes that simply isn’t an option.

It’s also a generally good idea to establish a positive working relationship with any probate clerk (unfortunately there’s enough people & process out there making things more difficult and unnecessarily confusing for them), so a best practice is to simply ask the probate clerk proactively exactly how and where they’d prefer you to submit all forms.

Need help getting in touch with a local probate court or identifying a domicile probate jurisdiction?

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Different probate forms or processes can require different deadlines or response times for completing the appropriate form.

While some steps in the process are bound to specific deadlines (like petitioning for probate, having to submit an inventory of assets, or filing applicable notices to creditors and beneficiaries), many probate forms or processes are not tied to a specific deadline since the scope of work can vary based on situational factors or requirements involved.

Either way, there are a bunch of practical reasons why personal representatives should work to complete each step as thoroughly and quickly as possible when completing probate in South Carolina.

5 reasons you should submit 567GC-LF as quickly as possible:

1. The sooner you begin, the faster South Carolina can allow heirs and beneficiaries to get their share of assets subject to probate. Acting promptly can also decrease the costs & overall mental fatigue through an otherwise burdensome process.
   
   Helpful Context: What’s the Difference Between Probate and Non-Probate Assets?

2. In general, creditors of an estate usually have around 3-6 months from the time you file notice to creditors to file any claims for debt against the deceased’s assets. If they don’t, then that debt is forfeited (and more importantly, the executor won’t be held personally responsible). So doing this sooner means you have a better idea of who is owed what and ensures you won’t get a surprise collector months later.

3. Not filing a will within 30 days (on average) could mean that the probate process proceeds according to intestate laws (laws that govern what happens to someone's stuff without a will) or is subject to unnecessary supervision by the probate court. And if you aren't directly related to the deceased (a.k.a. next of kin), this could also mean you lose your inheritance.

4. It’s important to file any necessary state tax returns on behalf of the deceased or estate by the following tax season in South Carolina. If you don’t, you could owe penalties and interest. This also includes any necessary federal tax returns such as Forms 1040, 1041, or even a Form 706 estate tax return.

5. If a house in the State of South Carolina is left empty (or abandoned) for a while, insurance can get dicey. For example, if the house burns down and no one has been there for a year, an insurance company may get out of paying your claim.

If you’re not using Atticus to get specific forms, deadlines, and timelines for South Carolina probate, then try and stay as organized as possible, pay close attention to the dates mentioned in any correspondence you have with the State’s government officials, call the local South Carolina probate clerk or court for exact answers regarding Form 567GC-LF, and when in doubt— consult a qualified trust & estates lawyer for that area.

Conservator Report - Long Form is one of the many probate court forms available for download through Atticus.

It may also be available through some South Carolina probate court sites, such as . In order to access the latest version, be updated with any revisions, and get full instructions on how to complete each form, check out the Atticus Probate & Estate Settlement software or consider hiring a qualified legal expert locally within South Carolina.

While Atticus automatically provides the latest forms, be sure to choose the correct version of Form 567GC-LF - Conservator Report - Long Form f using any other site or resource in order to avoid having to re-complete the form process and/or make another trip to the South Carolina probate court office.

Conservator Report - Long Form is a .pdf, so opening it should be as simple as clicking “View Form” from within the Atticus app or by clicking the appropriate link found on any South Carolina-provided government platform. Once you’ve opened the form, you should be able to directly edit the form before saving or printing.

Here’s the text, verbatim, that is found on South Carolina Form 567GC-LF - Conservator Report - Long Form. You can use this to get an idea of the context of the form and what type of information is needed.

FORM #567GC-LF (01/2019) Page 1 of 7 62-1-112, 62-1-201, 62-1-304, 62-5-101, 62-5-105, 62-5-306, 62-5-401, 62-5-409, 62-1-414, 62-5-416, 62-5-422, 62-5-423, 62-5-428 STATE OF SOUTH CAROLINA ) ) COUNTY OF __________________________ ) ) ) ) IN THE MATTER OF: ) PROBATE COURT USE ONLY ) _____________________________________, ) CASE NUMBER _______-GC-_______-________ a protected person. ) ) CONSERVATOR REPORT ) ANNUAL REPORT AMENDED ANNUAL REPORT # INTERIM REPORT REQUIRED BY COURT ORDER FINAL REPORT WITH APPLICATION/PETITION FOR DISCHARGE NOTE: In addition to completing this form, if you seek Court action, you must file a pleading requesting relief. 1. The Current Reporting Period for this Report is: from __________ (mm/dd/yy) to __________ (mm/dd/yy). 2. Has the Protected Person’s contact information changed since the last Report? YES NO (If YES, please provide updated contact information for him/her below.) Print Name: Address: Preferred Telephone: Secondary Telephone: Email: 3. Does the Protected Person still require a conservatorship? YES NO Explain your answer. 4. Should the duties, powers, or responsibilities of the Conservator over the Protected Person’s assets be limited or expanded in any way? YES NO Explain your answer. 5. Should changes be made to the current conservatorship financial plan (if one is in place)? YES NO NO FINANCIAL PLAN IN PLACE (If YES, then please file an amended financial plan with your recommended changes.) 6. Have criminal charges been filed or convictions entered against the Conservator since the most recent Report? YES NO Explain: ___________________________________________________________________ 7. Are there any joint interests or co-ownerships in assets or businesses involving the Conservator and the Protected Person? If yes, Explain in detail: FORM #567GC-LF (01/2019) Page 2 of 7 62-1-112, 62-1-201, 62-1-304, 62-5-101, 62-5-105, 62-5-306, 62-5-401, 62-5-409, 62-1-414, 62-5-416, 62-5-422, 62-5-423, 62-5-428 8.Are the assets in the Protected Person’s estate sufficient to provide for his/her health, education, maintenance, and support and that of his/her dependents? YES NO Explain your answer: PART A: FINANCIAL INFORMATION Section 1: Estate Protection: This estate has the following protection (Check one): 9. A surety bond in the amount of $ _____________ is with ______________ bonding company, and is current. There is a restricted account agreement with ___________________________________ financial institution. Another form of protection: _________________________________________________________________ There are no protective arrangements in place because: __________________________________________ 10.Is the form of protection sufficient to cover all unrestricted assets? YES NO. Explain: 11.Professional conservators must confirm security is current and adequate. Have you filed an Affidavit of Conservator Regarding Bond (FORM #544GC)? YES NO. 12. The Conservator is requesting a change to the surety bond/other protection and is filing a motion with the Court. Section 2: Other Financial Information (Attach copies of applicable documents). 13.Is anyone involved in this conservatorship a party to a lawsuit?YES NO If yes, answer the following: NAME: ______________________________ ( Conservator, Protected Person) Plaintiff Defendant Location of Filing Represented by Docket/Case No. Amount of Suit Possible Completion Date Subject of Suit $ 14.Has the Conservator or any entity to which it has a fiduciary duty filed for bankruptcy?YES NO If yes, answer the following: Date Filed Date Dismissed Date Discharged Petition/Case No. Location Filed 15.Will the Protected Person receive any assets from a decedent’s estate?YES NO If yes, explain and prepare a Supplemental Inventory and Appraisement after the assets are received. Describe asset and when received: Anticipated amount to be received When will it be received? 15a. Is the Protected Person the beneficiary of a life insurance policy? YES NO If YES, answer Question 15. If NO, skip to Question 16. 15b. Insurance Company Name & Address 15c. Policy Number(s) 15d. Owner of Policy 15e. Current Cash Value $ $ $ 15f. Outstanding Loan Balance $ $ $ 15g. Total Available Cash (Subtract amounts on Line 15f from Line 15e and include amounts from any attachments). NOTE: policies need NOT be converted to cash, only considered/reported $ FORM #567GC-LF (01/2019) Page 3 of 7 62-1-112, 62-1-201, 62-1-304, 62-5-101, 62-5-105, 62-5-306, 62-5-401, 62-5-409, 62-1-414, 62-5-416, 62-5-422, 62-5-423, 62-5-428 16. Does the Protected Person have a safe deposit box? If YES, answer the following YES NO Location (Name, address and box number(s): Contents Value $ PART B: ACCOUNTING Section 1: Liquid Assets 17. CASH ON HAND Total $ 18. PERSONAL BANK ACCOUNTS Include all checking accounts, savings accounts, online and mobile (e.g., PayPal) accounts, money market accounts, savings accounts, and stored value cards (e.g., payroll cards, government benefit cards, etc.) in the Protected Person’s name, even if they are jointly owned with someone else. Type of Account Full Name & Address (Street, City, State, Zip) of Bank, Savings & Loan, Credit Union or Financial Institution Account Number (last 4 digits only) Account Balance As of __________ (mm/dd/yyyy) 18a. $ 18b. $ 18c. $ 18d. $ 18e. $ 18f. $ 18g. Totals from additional pages $ 18h. Total funds IN BANKS (Add lines 18a through 18g) $ 18i. Total LIQUID ASSETS (Add line17 and line 18h) $ ________________ Complete this detail for ALL bank accounts. Attach additional pages if needed to include all bank accounts, enter the total from additional pages at Line 18g. For investments go to Schedule B; for Miscellaneous Personal Property go to Schedule F; for Rental Income go to Schedule C. Section 2: Accounting Summary of Receipts and Disbursements 19. ACCOUNTING SUMMARY CALCULATION SUMMARY 19a. BEGINNING BALANCE – From Inventory and Appraisement (Form #550GC) OR Amount from Line 19(e) in the most recent Conservator’s Report) $ 19b. PLUS: Total Receipts $ 19c. SUBTOTAL (Add Line 19a to 19b) $ 19d. LESS: Total Disbursements $ 19e. ENDING BALANCE (Subtract Line 19d from 19c) $ FORM #567GC-LF (01/2019) Page 4 of 7 62-1-112, 62-1-201, 62-1-304, 62-5-101, 62-5-105, 62-5-306, 62-5-401, 62-5-409, 62-1-414, 62-5-416, 62-5-422, 62-5-423, 62-5-428 RECEIPTS DISBURSEMENTS (Assets received by the Protected Person this year.) (Assets paid out from the Protected Person's funds this year.) Description of Receipt Amount Description of Disbursement Amount TOTAL RECEIPTS (LINE 19b) $ TOTAL DISBURSEMENTS (Line 19d) $ NOTE: IF THE SPACE PROVIDED IS NOT SUFFICIENT TO ANSWER THE QUESTIONS ABOVE, PLEASE COMPLETE YOUR ACCOUNTING ON A SEPARATE SHEET OF PAPER AND ATTACH. FORM #567GC-LF (01/2019) Page 5 of 7 62-1-112, 62-1-201, 62-1-304, 62-5-101, 62-5-105, 62-5-306, 62-5-401, 62-5-409, 62-1-414, 62-5-416, 62-5-422, 62-5-423, 62-5-428 Section 3: Non-Liquid Assets 20. INVESTMENTS Include stocks, bonds, mutual funds, stock options, certificates of deposit (CDs), Pre-paid burial (cash value if revocable; death benefit value if irrevocable), and retirement assets such as IRAs, Keogh, and 401(k) plans. Type of Investment or Financial Interest Type of Investment or Financial Interest Full Name & Address (Street, City, State, Zip) of Company Current Value Loan Balance (if applicable) as of _________ (mm/dd/yyyy) Equity Value minus Loan 20a. 20b. 20c. 20d. Total Equity (Add lines 20a through 20c and amounts from any attachments) $ PART C: LIST OF ASSETS & LOCATION Section 1: Annual Report of Assets 21. What are the current assets of the Protected Person managed by the Conservator: DESCRIPTION OF ASSET LOCATION OF ASSET OR NAME OF FINANCIAL INSTITUTION CURRENT FAIR MARKET VALUE COVERED BY INSURANCE? REAL PROPERTY (Provide information on all real property held in the Protected Person’s name, individually or jointly, to include, but not limited to Protected Person’s home, rental properties, vacant land.) INVESTMENTS (Provide information on all conservatorship restricted accounts, stocks, bonds, notes, receivables, checking and savings accounts, certificates of deposit, mutual funds, retirement accounts, etc.) MOTOR VEHICLES (Provide information on all motor vehicles titled in the Protected Person’s name, individually or jointly.) OTHER ASSETS (Provide information on all other assets owned by the Protected Person including, but not limited to: business interests, home furnishings, collections, boats, recreational vehicles, jewelry, firearms, etc.) 22. Have you become aware of additional assets owned by the Protected Person not listed on the Inventory and Appraisement? Yes No. Explain: _________________________________________________________ If YES, you MUST file an Amended Inventory and Appraisement (Form #550GC). FORM #567GC-LF (01/2019) Page 6 of 7 62-1-112, 62-1-201, 62-1-304, 62-5-101, 62-5-105, 62-5-306, 62-5-401, 62-5-409, 62-1-414, 62-5-416, 62-5-422, 62-5-423, 62-5-428 23. Has anyone purchased or acquired additional assets on behalf of the Protected Person that are not reflected on the Inventory and Appraisement on file with the Probate Court? Yes No. If YES, describe the asset purchased, the purchase price, purchase date, and source of funding for the purchase (e.g., cash, loan, sale of another asset, etc.) and file an Amended Inventory and Appraisement (Form #550GC). 24. Have there been any other changes to the value of the Protected Person’s estate? Yes No. Explain: ___________________________________________________________________________________ 1: Annual Report of Assets Section 2: Debts 25. List the current debts of the Protected Person: Description of Debt (Identify all accounts) Account Number (last 4 digits only) Name of Financial Institution Current Balance Due Mortgages (principal balance) Car Loans Home Improvement Loans Student Loans/Tuition Credit Card One Credit Card Two Credit Card Three Store Card Federal Taxes Owed State and Local Taxes Owed Other Liabilities/Debts TOTALS $ PART D: VERIFICATION By initialing each statement below, the Conservator acknowledges, agrees, and affirms: _____ Under penalty of perjury, this is a true, accurate, and complete report of the estate of the Protected Person. _____ This Report is subject to audit or review. _____ I will retain records of all receipts and disbursements including detailed billing statements and will provide them to the Court upon request. _____ I will provide additional information or documents to the Court or to any interested person as ordered by the Court. _____ Estate assets may be subject to examination. _____ A copy of this Report has been provided to all parties as required by S.C. Code Ann. § 62-5-416(C). _____ All just claims against the Protected Person or his/her estate arising before or after the conservatorship must be paid from the estate. _____ The Protected Person or I may petition the Probate Court to request an Order allowing or requiring intermediate or final reports pursuant to S.C. Code Ann. § 62-5-428. FORM #567GC-LF (01/2019) Page 7 of 7 62-1-112, 62-1-201, 62-1-304, 62-5-101, 62-5-105, 62-5-306, 62-5-401, 62-5-409, 62-1-414, 62-5-416, 62-5-422, 62-5-423, 62-5-428 _____ I have reviewed the Inventory and Appraisement filed with the Court on __________ (date) and confirm its accuracy, OR I am filing a supplemental Inventory and Appraisement to reflect any changes. PROOF OF DELIVERY On the _____ day of _____________________, 20_____, I mailed or delivered this Conservator Report to all persons required to receive a copy of this Report pursuant to S.C. Code Ann. § 62-5-416(C) and any Orders of this Court. Delivery was accomplished by the following method (check appropriate box(es)): personal delivery ordinary first-class mail certified mail registered mail commercial delivery NAME ADDRESS VERIFICATION The Conservator being sworn, states that the facts set forth in the foregoing Conservator Report are true and correct to the best of the Conservator’s knowledge. SWORN to before me this day of Conservator’s Signature: _____________________, 20 . Print Name: Address: Print Name: Preferred Telephone: Notary Public for: Secondary Telephone: (State) Email: My Commission Expires: (Date) SWORN to before me this day of Co-Conservator’s Signature: _____________________, 20 . Print Name: Address: Print Name: Preferred Telephone: Notary Public for: Secondary Telephone: (State) Email: My Commission Expires: (Date) PLEASE CHECK THIS BOX IF THE CONTACT INFORMATION FOR THE CONSERVATOR HAS CHANGED SINCE THE LAST REPORT.